Bit CRM - WordPress CRM That Runs Your Entire Sales Pipeline

What does the product do? Bit CRM is a comprehensive WordPress plugin that unifies contact management, lead tracking, and invoicing directly within your own website. It enables you to move prospects through a visual sales pipeline, manage detailed B2B company records, and create professional invoices using localized or synced WooCommerce products. By operating entirely within your own database, you maintain complete ownership of your customer data without the need for expensive, recurring third-party SaaS subscriptions.

Who is it for? Freelancers, Agencies, B2B Sales Teams, WooCommerce Store Owners, and Small Businesses.

Key Features:

• Core modules for managing leads, contacts, companies, deals, and products

• Visual sales pipeline with customizable Kanban boards and list views

• Native WooCommerce sync for customers, orders, and products

• Built-in visual workflow builder for task, email, and tag automation

• Dedicated secure client portal with customized access permissions

• Integrated MCP Server to connect AI tools like ChatGPT and Claude directly to your CRM

• Comprehensive activity tracking for calls, meetings, tasks, and file attachments

• Built-in invoice generator featuring custom line items, taxes, and online payment links

Note: Feature availability may vary depending on the chosen license tier or plan.